EDOW:NYE-First Trust Dow 30 Equal Weight ETF (USD)

ETF | Large Value |

Last Closing

USD 37.2157

Change

+0.23 (+0.62)%

Market Cap

USD 0.23B

Volume

9.43K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-06-03 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

-0.15 (-0.57%)

USD 67.27B
DGRO iShares Core Dividend Growth E..

-0.18 (-0.29%)

USD 30.55B
FNDX Schwab Fundamental U.S. Large ..

-0.09 (-0.38%)

USD 17.56B
SCHV Schwab U.S. Large-Cap Value ET..

-0.13 (-0.48%)

USD 12.23B
SPYD SPDR® Portfolio S&P 500 High ..

-0.28 (-0.66%)

USD 6.70B
VOOV Vanguard S&P 500 Value Index F..

-0.51 (-0.28%)

USD 5.23B
FDVV Fidelity® High Dividend ETF

-0.22 (-0.43%)

USD 5.06B
SPHD Invesco S&P 500® High Dividen..

-0.37 (-0.78%)

USD 3.17B
IWX iShares Russell Top 200 Value ..

-0.41 (-0.50%)

USD 2.68B
LRGF iShares U.S. Equity Factor ETF

-0.04 (-0.06%)

USD 2.37B

ETFs Containing EDOW

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.61% 65% D 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.61% 63% D 64% D
Trailing 12 Months  
Capital Gain 10.86% 84% B 73% C
Dividend Return 0.93% 16% F 19% F
Total Return 11.79% 84% B 70% C-
Trailing 5 Years  
Capital Gain 53.59% 26% F 64% D
Dividend Return 10.21% 6% D- 27% F
Total Return 63.80% 13% F 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 8.30% 23% F 67% D+
Dividend Return 9.96% 11% F 66% D+
Total Return 1.66% 33% F 38% F
Risk Return Profile  
Volatility (Standard Deviation) 11.65% 89% A- 72% C
Risk Adjusted Return 85.46% 51% F 90% A-
Market Capitalization 0.23B 24% F 36% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.